Broker Check

Our Team

Richard E. Supik

(210) 699-7600

(210) 699-7604

Principal Securities Registered Representative
Financial Advisor

BBA, University of Notre Dame, South Bend, Indiana
MBA, Our Lady of the Lake University, San Antonio, Texas

Professional Designations:
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Registered Health Underwriter (RHU)
Registered Employee Benefits Consultant (REBC)

Professional Associations:
Society of Financial Service Professionals
National Association of Insurance and Financial Advisors

Professional Experience:
14 years commercial banking
28 years financial services

Areas of Focus:
Employee Benefits: Group medical, life, dental and disability insurance.
Qualified Retirement Plans: 401(k), profit sharing, SEP and SIMPLE IRA.
Nonqualified deferred compensation plans for highly compensated employees.
Individual insurance and retirement plans.

State Insurance Licenses and Securities Registrations:
Texas, Colorado and Delaware: Life and health insurance.
Texas: Variable life insurance, variable annuities and securities.

Competitive ballroom dancing with wife.